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11min chapter
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
All-In with Chamath, Jason, Sacks & Friedberg
Reflections on Investing Mistakes and Tech-Enabled Businesses
The speaker reflects on their investing career, discussing mistakes made in investing in the wrong sectors of the economy and the importance of learning from experienced investors. The chapter explores the impact of software in tech-enabled businesses, highlighting the difference between traditional businesses with a software layer and true tech-enabled businesses. It also examines the unrealistic expectation of imposing high gross margins on tech-enabled businesses and the relationship between gross margin and profitability in businesses.
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Listen to the best highlights from the podcasts you love and dive into the full episode